Understanding Today’s Financial Environment
Welcome, I’m Al Rosen, a financial consultant in Phoenix, Arizona. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (602) 222-5757.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Here are 5 reason why you may consider working through retirement.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Five strategies for managing your student debt.
A look at the new, record-high retirement contribution limits from the IRS.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Preparing for the unexpected can make all the difference if your family relies on your income.
There are three things to consider before dipping into retirement savings to pay for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.